FGBRX vs. ARKW
Compare and contrast key facts about Templeton Global Bond Fund - Class R (FGBRX) and ARK Next Generation Internet ETF (ARKW).
FGBRX is an actively managed fund by Franklin Templeton. It was launched on Feb 2, 2009. ARKW is an actively managed fund by ARK. It was launched on Sep 30, 2014.
Performance
FGBRX vs. ARKW - Performance Comparison
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FGBRX vs. ARKW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FGBRX Templeton Global Bond Fund - Class R | -1.05% | 14.81% | -12.18% | 2.18% | -6.40% | -5.30% | -4.65% | 0.38% | 1.01% | 2.10% |
ARKW ARK Next Generation Internet ETF | -17.90% | 38.93% | 42.27% | 96.89% | -67.49% | -18.85% | 157.44% | 35.76% | 4.24% | 87.29% |
Returns By Period
In the year-to-date period, FGBRX achieves a -1.05% return, which is significantly higher than ARKW's -17.90% return. Over the past 10 years, FGBRX has underperformed ARKW with an annualized return of -0.54%, while ARKW has yielded a comparatively higher 21.40% annualized return.
FGBRX
- 1D
- 1.01%
- 1M
- -4.36%
- YTD
- -1.05%
- 6M
- -1.08%
- 1Y
- 8.58%
- 3Y*
- 0.07%
- 5Y*
- -1.43%
- 10Y*
- -0.54%
ARKW
- 1D
- 0.56%
- 1M
- -4.66%
- YTD
- -17.90%
- 6M
- -29.29%
- 1Y
- 27.20%
- 3Y*
- 31.95%
- 5Y*
- -3.84%
- 10Y*
- 21.40%
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FGBRX vs. ARKW - Expense Ratio Comparison
FGBRX has a 1.24% expense ratio, which is higher than ARKW's 0.76% expense ratio.
Return for Risk
FGBRX vs. ARKW — Risk / Return Rank
FGBRX
ARKW
FGBRX vs. ARKW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Templeton Global Bond Fund - Class R (FGBRX) and ARK Next Generation Internet ETF (ARKW). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FGBRX | ARKW | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 0.72 | +0.49 |
Sortino ratioReturn per unit of downside risk | 1.70 | 1.24 | +0.46 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.15 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.50 | 0.83 | +0.67 |
Martin ratioReturn relative to average drawdown | 6.23 | 2.01 | +4.23 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FGBRX | ARKW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 0.72 | +0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.18 | -0.09 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.07 | 0.57 | -0.65 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.53 | -0.32 |
Correlation
The correlation between FGBRX and ARKW is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FGBRX vs. ARKW - Dividend Comparison
FGBRX's dividend yield for the trailing twelve months is around 5.00%, more than ARKW's 1.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGBRX Templeton Global Bond Fund - Class R | 5.00% | 4.10% | 5.49% | 3.61% | 4.92% | 5.11% | 4.34% | 5.86% | 6.27% | 3.08% | 2.10% | 2.85% |
ARKW ARK Next Generation Internet ETF | 1.94% | 1.59% | 0.00% | 0.00% | 0.00% | 0.17% | 1.29% | 0.00% | 13.05% | 2.05% | 0.00% | 2.29% |
Drawdowns
FGBRX vs. ARKW - Drawdown Comparison
The maximum FGBRX drawdown since its inception was -27.46%, smaller than the maximum ARKW drawdown of -80.52%. Use the drawdown chart below to compare losses from any high point for FGBRX and ARKW.
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Drawdown Indicators
| FGBRX | ARKW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.46% | -80.52% | +53.06% |
Max Drawdown (1Y)Largest decline over 1 year | -6.38% | -36.21% | +29.83% |
Max Drawdown (5Y)Largest decline over 5 years | -19.87% | -77.36% | +57.49% |
Max Drawdown (10Y)Largest decline over 10 years | -27.46% | -80.52% | +53.06% |
Current DrawdownCurrent decline from peak | -17.08% | -34.20% | +17.12% |
Average DrawdownAverage peak-to-trough decline | -8.30% | -23.98% | +15.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.53% | 14.98% | -13.45% |
Volatility
FGBRX vs. ARKW - Volatility Comparison
The current volatility for Templeton Global Bond Fund - Class R (FGBRX) is 3.67%, while ARK Next Generation Internet ETF (ARKW) has a volatility of 11.70%. This indicates that FGBRX experiences smaller price fluctuations and is considered to be less risky than ARKW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FGBRX | ARKW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.67% | 11.70% | -8.03% |
Volatility (6M)Calculated over the trailing 6-month period | 5.26% | 25.81% | -20.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.66% | 37.79% | -30.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.03% | 43.68% | -35.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.30% | 37.55% | -30.25% |